Who owns Fidelity vlu factor etf?
- Ticker: FVAL
- CUSIP Number: 316092782
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity vlu factor etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Fidelity vlu factor etf stock
Who bought or sold Fidelity vlu factor etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 739k | $39M | 6% | Dec 2023 |
|
| Goodwin Investment Advisory | 723k | $38M | 6% | Dec 2023 |
|
| Advisor Group Holdings | 481k | $26M | -36% | Dec 2023 |
|
| Commonwealth Equity Services | 481k | $26M | 4% | Dec 2023 |
|
| Personal Resources Investment & Strategic Management | 448k | $26M | 2% | Mar 2024 |
|
| Custos Family Office | 220k | $12M | 14% | Dec 2023 |
|
| Royal Bank of Canada | 209k | $11M | 5% | Dec 2023 |
|
| Bank of America Corporation | 195k | $10M | 68% | Dec 2023 |
|
| Dynamic Advisors Solutions | 184k | $11M | 7% | Mar 2024 |
|
| Halpern Financial | 177k | $10M | -3% | Mar 2024 |
|
| Kestra Advisory Services | 136k | $7.2M | 0% | Dec 2023 |
|
| Creative Planning | 122k | $6.5M | 3% | Dec 2023 |
|
| Condor Capital Management | 87k | $4.6M | 4% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 72k | $4.1M | -1% | Mar 2024 |
|
| AE Wealth Management | 64k | $3.5M | 6% | Dec 2023 |
|
| Altfest L J & Co | 57k | $3.3M | 5% | Mar 2024 |
|
| Orion Portfolio Solutions | 57k | $3.0M | -1% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 54k | $2.9M | 100% | Dec 2023 |
|
| Bouvel Investment Partners | 50k | $2.9M | -1% | Mar 2024 |
|
| Cedar Point Capital Partners | 47k | $2.5M | 100% | Dec 2023 |
|
| Traynor Capital Management | 47k | $2.7M | -16% | Mar 2024 |
|
| Patriot Financial Group Insurance Agency | 46k | $2.4M | 6% | Dec 2023 |
|
| Kestra Private Wealth Services | 44k | $2.3M | -23% | Dec 2023 |
|
| Mutual Advisors | 42k | $2.2M | 21% | Dec 2023 |
|
| LVZ Advisors | 41k | $2.3M | -6% | Mar 2024 |
|
| PFG Advisors | 32k | $1.7M | 5% | Dec 2023 |
|
| ValMark Advisers | 30k | $1.6M | 0% | Dec 2023 |
|
| Primoris Wealth Advisors | 28k | $1.5M | 0% | Dec 2023 |
|
| Americana Partners | 28k | $1.5M | 0% | Dec 2023 |
|
| Huntington Asset Advisors | 21k | $1.2M | -28% | Mar 2024 |
|
| Harwood Advisory | 19k | $1.0M | -16% | Dec 2023 |
|
| Atria Wealth Solutions | 16k | $833k | -9% | Dec 2023 |
|
| Ethos Financial Group | 14k | $721k | 100% | Dec 2023 |
|
| Executive Wealth Management | 13k | $689k | -4% | Dec 2023 |
|
| HPM Partners | 13k | $681k | 100% | Dec 2023 |
|
| Spectrum Investment Advisors | 12k | $638k | 100% | Dec 2023 |
|
| Rockefeller Capital Management | 11k | $605k | 100% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 11k | $651k | -1% | Mar 2024 |
|
| Principal Securities | 11k | $575k | 100% | Dec 2023 |
|
| Hanson McClain Advisors | 11k | $602k | 0% | Mar 2024 |
|
| Certified Advisory Corp | 9.7k | $516k | 0% | Dec 2023 |
|
| Raymond James & Associates | 9.6k | $548k | 100% | Mar 2024 |
|
| Sunbelt Securities | 9.2k | $523k | -1% | Mar 2024 |
|
| Empirical Asset Management | 8.7k | $463k | -1% | Dec 2023 |
|
| Hoxton Planning & Management | 8.7k | $495k | 0% | Mar 2024 |
|
| Sigma Planning | 8.6k | $453k | -42% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 8.3k | $471k | 100% | Mar 2024 |
|
| J.w. Cole Advisors | 7.6k | $403k | -7% | Dec 2023 |
|
| Signal Advisors Wealth | 6.4k | $365k | 100% | Mar 2024 |
|
| Foguth Wealth Management | 6.4k | $365k | 100% | Mar 2024 |
|
| Principle Wealth Partners | 6.2k | $352k | 0% | Mar 2024 |
|
| CFO4Life | 6.0k | $317k | 100% | Dec 2023 |
|
| Sequoia Financial Advisors | 5.8k | $307k | 100% | Dec 2023 |
|
| Ameritas Advisory Services | 5.5k | $294k | -38% | Dec 2023 |
|
| Mariner Wealth Advisors | 5.4k | $285k | 100% | Dec 2023 |
|
| Lincoln National | 5.1k | $268k | 4% | Dec 2023 |
|
| Avaii Wealth Management | 5.0k | $265k | 2% | Dec 2023 |
|
| Advisory Services Network | 5.0k | $264k | -2% | Dec 2023 |
|
| Clarity Capital Partners | 4.6k | $245k | 100% | Dec 2023 |
|
| Landaas & Co | 4.6k | $242k | 0% | Dec 2023 |
|
| PFG Financial Advisors | 4.4k | $252k | -9% | Mar 2024 |
|
| Strategic Blueprint | 4.1k | $236k | 0% | Mar 2024 |
|
| NewEdge Wealth | 4.1k | $215k | 100% | Dec 2023 |
|
| Orin Green Financial | 4.0k | $212k | 100% | Dec 2023 |
|
| Childress Capital Advisors | 3.7k | $213k | 100% | Mar 2024 |
|
| Glass Jacobson Investment Advisors | 3.5k | $199k | 0% | Mar 2024 |
|
| Assetmark | 2.8k | $148k | -2% | Dec 2023 |
|
| Clarity Asset Management | 2.5k | $133k | 100% | Dec 2023 |
|
| Citigroup | 2.1k | $109k | 0% | Dec 2023 |
|
| Richard W. Paul & Associates | 1.7k | $90k | 5% | Dec 2023 |
|
| Indiana Trust & Investment Management | 1.7k | $96k | 100% | Mar 2024 |
|
| Silver Oak Securities | 893.00 | $47k | 100% | Dec 2023 |
|
| Proequities | 700.00 | $37M | 0% | Dec 2023 |
|
| AdvisorNet Financial | 661.00 | $38k | 0% | Mar 2024 |
|
| IFP Advisors | 639.00 | $34k | -50% | Dec 2023 |
|
| Global Retirement Partners | 412.00 | $24k | 190% | Mar 2024 |
|
| Resurgent Financial Advisors | 400.00 | $21k | 100% | Dec 2023 |
|
| Parkside Financial Bank & Trust | 335.00 | $18k | 100% | Dec 2023 |
|
| Spire Wealth Management | 283.00 | $16k | 0% | Mar 2024 |
|
| Geneos Wealth Management | 222.00 | $12k | 0% | Dec 2023 |
|
| Atlas Capital Advisors | 180.00 | $10k | 0% | Mar 2024 |
|
| Steward Partners Investment Advisory | 52.00 | $2.8k | 0% | Dec 2023 |
|
| Farther Finance Advisors | 32.00 | $1.7k | 100% | Dec 2023 |
|
| Zrc Wealth Management | 18.00 | $1.0k | 100% | Mar 2024 |
|
| Wells Fargo & Company | 1.00 | $39.000000 | 100% | Dec 2023 |
|
| Harbour Investments | 1.00 | $53.000000 | 100% | Dec 2023 |
|
Who sold out of Fidelity vlu factor etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| First Citizens Bank & Trust | Dec 2023 | 54k | $2.8M |
| Fischer Investment Strategies | Sep 2023 | 5.2k | $249k |
| Meridian Wealth Management | Dec 2023 | 5.2k | $275k |
| Bank Of Montreal | Sep 2023 | 18.00 | $901.999800 |